See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $272,598 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $173,836 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $152,787 |
MADISON INVESTMENT ADVISORS9+ years Service code 28 · EIN 39-1194160 | Investment Management | $124,024 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $116,528 |
ISTHMUS PARTNERS, LLC4 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $60,418 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $30,808 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $28,717 |
GODFREY & KAHN1 year Filed as: GODFREY & KAHN, S.C. Service code 29 833 E. MICHIGAN STREET, SUITE 1800 · MILWAUKEE, WI 53202 | Legal | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,700 | $95,274+237.7% | $135,903+136.7% | $74,419+332.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.71% | 32.77%-16.1pp | 68.23%-51.5pp | 34.38%-17.7pp |
| Employer contribution / active EE | $26,511 | $3,874+584.3% | $4,856+445.9% | $2,637+905.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1,832 | $266+588.6% | $10,762-83.0% | $348+426.8% |